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Beaird Harris Wealth Management’s Amazon AMZN Stock Holding History

Beaird Harris Wealth Management’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Buy
6,088
+244
+4% +$61.2K 0.09% 65
2026
Q1 		$1.22M Sell
5,844
-524
-8% -$115K 0.08% 70
2025
Q4 		$1.47M Sell
6,368
-1,155
-15% -$264K 0.1% 65
2025
Q3 		$1.65M Buy
7,523
+1,200
+19% +$272K 0.12% 61
2025
Q2 		$1.39M Buy
6,323
+554
+10% +$110K 0.11% 61
2025
Q1 		$1.1M Sell
5,769
-22
-0.4% -$4.77K 0.09% 61
2024
Q4 		$1.27M Buy
5,791
+1,753
+43% +$359K 0.11% 60
2024
Q3 		$752K Sell
4,038
-1,471
-27% -$268K 0.07% 72
2024
Q2 		$1.06M Buy
5,509
+1,874
+52% +$344K 0.1% 56
2024
Q1 		$656K Sell
3,635
-263
-7% -$43.9K 0.06% 64
2023
Q4 		$592K Buy
3,898
+509
+15% +$71.4K 0.06% 58
2023
Q3 		$431K Buy
3,389
+141
+4% +$18.9K 0.05% 63
2023
Q2 		$423K Buy
3,248
+152
+5% +$17.4K 0.05% 62
2023
Q1 		$320K Sell
3,096
-1,724
-36% -$167K 0.06% 69
2022
Q4 		$405K Buy
4,820
+1,556
+48% +$154K 0.08% 59
2022
Q3 		$369K Buy
3,264
+1,924
+144% +$243K 0.08% 56
2022
Q2 		$142K Sell
1,340
-1,360
-50% -$170K 0.04% 76
2022
Q1 		$440K Sell
2,700
-440
-14% -$68K 0.16% 50
2021
Q4 		$523K Buy
+3,140
New +$537K 0.19% 65

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Beaird Harris Wealth Management's AMZN Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Amazon (AMZN) stake by 4.2% in Q2 2026, buying an estimated $61.2K and bringing the position to 6,088 shares worth $1.45M. The position accounts for 0.09% of the portfolio, ranked #65.

Beaird Harris Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.65M in Q3 2025. 6,104 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Beaird Harris Wealth Management held 6,088 shares of Amazon worth $1.45M as of Q2 2026.
  • Beaird Harris Wealth Management bought 244 Amazon shares in Q2 2026, an estimated $61.2K.
  • Amazon made up 0.09% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Beaird Harris Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Amazon position peaked at $1.65M in Q3 2025.
  • 6,104 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.